+772.7%
GOOG vs ORCL
+365.3%
+407.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.5% | -1.9% |
| 7D | -1.6% | +10.9% | -12.4% | -4.6% |
| 30D | -7.7% | +7.0% | -14.7% | -9.8% |
| 3M | -9.3% | -21.2% | +11.9% | -3.5% |
| 6M | +7.4% | +7.4% | +0.1% | +1.8% |
| YTD | +4.9% | -16.3% | +21.1% | +6.9% |
| 1Y | +37.2% | -32.3% | +69.5% | +43.3% |
| 3Y | +141.6% | +32.6% | +109.1% | +75.0% |
| 5Y | +128.8% | +93.1% | +35.7% | +33.0% |
| 10Y | +772.7% | +368.8% | +403.9% | +215.3% |
| All | +772.7% | +365.3% | +407.4% | +215.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ORCL.
Daily Out/Under-Performance
Portfolio return minus ORCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ORCL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ORCL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling